RAFI strategies aim to generate excess returns versus the market benchmark through a systematic, contrarian rebalancing approach.
AT A GLANCE
Approximately USD 157 billion track RAFI strategies
(as of 12/31/2020)
More than 200 ETFs, mutual funds, commingled funds, and managed accounts offer Research Affiliates methodologies
RAFI indices are trusted globally as the foundation of smart beta strategies
Delivering on the promise of smart beta
RAFI strategies aim to generate excess returns versus the market benchmark through a systematic, contrarian rebalancing approach. RAFI strategies are designed to be transparent, broadly diversified, high capacity, and low cost.
Before "smart beta" there was RAFI
In 2005, long before smart beta gained wide recognition, Research Affiliates introduced the RAFI Fundamental Index. As an established leader in smart beta with a 10-year track record, the Research Affiliates methodologies and RAFI indices are trusted globally as the underlying foundation for many smart beta strategies.
RAFI Strategies
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